13F Filings for Sulzberger Capital Advisors, Inc. (CIK: 2056727)
View the most recent portfolio holdings disclosed by Sulzberger Capital Advisors, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SHV - ISHARES TR(Class: SHORT TREAS BD) | 259.81K | $28.69M | 33.57% | Increased | 56.19K (27.0%, $6.20M) |
| MSFT - MICROSOFT CORP(Class: COM) | 11.06K | $5.50M | 6.44% | Decreased | 284 (2.0%, $1.24M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 33.37K | $5.27M | 6.17% | Increased | 749 (2.0%, $1.74M) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 8.34K | $4.74M | 5.54% | Decreased | 721 (7.0%, $80.78K) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 10.68K | $3.24M | 3.80% | Decreased | 2.20K (17.0%, $294.07K) |
| JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM) | 50.81K | $2.89M | 3.38% | Decreased | 8.80K (14.0%, $517.34K) |
| QQQM - INVESCO EXCH TRADED FD TR II(Class: NASDAQ 100 ETF) | 12.58K | $2.86M | 3.34% | Decreased | 1.77K (12.0%, $86.67K) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 5.22K | $2.54M | 2.97% | Decreased | 50 (0.0%, $271.07K) |
| NEE - NEXTERA ENERGY INC(Class: COM) | 33.45K | $2.32M | 2.72% | Decreased | 750 (2.0%, $102.34K) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 10.69K | $1.88M | 2.21% | Decreased | 764 (6.0%, $112.72K) |
| AMZN - AMAZON COM INC(Class: COM) | 8.37K | $1.84M | 2.15% | Decreased | 880 (9.0%, $76.48K) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 5.77K | $1.67M | 1.96% | Decreased | 262 (4.0%, $193.22K) |
| JEPQ - J P MORGAN EXCHANGE TRADED F(Class: NASDAQ EQT PREM) | 30.53K | $1.66M | 1.94% | Decreased | 9.62K (23.0%, $418.19K) |
| HD - HOME DEPOT INC(Class: COM) | 4.49K | $1.65M | 1.93% | Decreased | 10 (0.0%, $2.99K) |
| AVGO - BROADCOM INC(Class: COM) | 5.46K | $1.51M | 1.76% | Decreased | 242 (4.0%, $550.47K) |
| AAPL - APPLE INC(Class: COM) | 7.18K | $1.47M | 1.72% | Decreased | 1.80K (20.0%, $521.67K) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 2.22K | $1.22M | 1.43% | Decreased | 150 (6.0%, $113.14K) |
| PG - PROCTER AND GAMBLE CO(Class: COM) | 6.60K | $1.05M | 1.23% | Decreased | 655 (9.0%, $184.85K) |
| VPU - VANGUARD WORLD FD(Class: UTILITIES ETF) | 4.63K | $816.53K | 0.96% | Unchanged | |
| CSCO - CISCO SYS INC(Class: COM) | 11.47K | $795.88K | 0.93% | Increased | 4 (0.0%, $88.21K) |
| XLK - SELECT SECTOR SPDR TR(Class: TECHNOLOGY) | 3.10K | $785.01K | 0.92% | Unchanged | |
| PANW - PALO ALTO NETWORKS INC(Class: COM) | 3.28K | $672.04K | 0.79% | Unchanged | |
| LLY - ELI LILLY CO(Class: COM) | 842 | $656.36K | 0.77% | Decreased | 72 (7.0%, $98.52K) |
| NFLX - NETFLIX INC(Class: COM) | 453 | $606.63K | 0.71% | Decreased | 12 (2.0%, $173K) |
| COST - COSTCO WHSL CORP NEW(Class: COM) | 588 | $582.09K | 0.68% | Unchanged |